Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC cheaper diff. adviser | 53% | 0.95% | First Trust Advisors L.P. |
| 2 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX cheaper | 31% | 0.89% | American Beacon Advisors, Inc. |
| 3 | NVIT Invesco Small Cap Growth Fund diff. adviser | 21% | 1.08% | Nationwide Fund Advisors |
| 4 | Allspring Emerging Growth Fund · WFGDX, WEMAX, WEMCX, WEMIX, WEGRX cheaper diff. adviser | 21% | 0.80% | Allspring Funds Management, LLC |
| 5 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX diff. adviser | 20% | 1.53% | Security Investors, LLC |
| 6 | S&P MidCap 400 Pure Growth Fund diff. adviser | 20% | 1.64% | Security Investors, LLC |
| 7 | MFS New Discovery Fund · MNDAX, MNDJX, MNDBX, MNDCX, MNDIX, MNDGX, MNDRX, MNDHX, MNDKX cheaper diff. adviser | 20% | 0.85% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | LISANTI SMALL CAP GROWTH FUND · ASCGX diff. adviser | 20% | 2.48% | Lisanti Capital Growth, LLC |
| 9 | FundX Future Fund Opportunities ETF · FFOX | 20% | 1.02% | — |
| 10 | Allspring Small Company Growth Fund · WFSAX, WSMCX, NVSCX, WSCGX, WSCRX cheaper diff. adviser | 20% | 0.86% | Allspring Funds Management, LLC |
| 11 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper diff. adviser | 20% | 0.67% | AMG Funds LLC |
| 12 | Loomis Sayles Small/Mid Cap Growth Fund · LSMIX, LSMNX cheaper diff. adviser | 20% | 0.83% | Loomis, Sayles & Company, L.P. |
| 13 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 20% | 0.87% | Kornitzer Capital Management, Inc. |
| 14 | Putnam VT Small Cap Growth Fund cheaper diff. adviser | 20% | 0.88% | Putnam Investment Management, LLC |
| 15 | ClearBridge Small Cap Growth Fund · SASMX, SCSMX, LMPSX, LMPOX, SBPYX, LMPMX, LMOIX cheaper diff. adviser | 20% | 0.79% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX cheaper diff. adviser | 19% | 0.76% | Putnam Investment Management, LLC |
| 17 | VANGUARD EXPLORER FUND · VEXPX, VEXRX cheaper diff. adviser | 19% | 0.28% | ClearBridge Investments, LLC, The Vanguard Group, Inc., Wellington Management Company LLP, Stephens Investment Management Group, LLC, ArrowMark Colorado Holdings, LLC |
| 18 | Carillon Eagle Small Cap Growth Fund · HRSCX, HSCCX, HSIIX, HSRUX cheaper diff. adviser | 19% | 0.03% | Carillon Tower Advisers, Inc. |
| 19 | MFS New Discovery Series cheaper diff. adviser | 19% | 0.87% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | Allspring VT Small Cap Growth Fund cheaper diff. adviser | 19% | 0.92% | Allspring Funds Management, LLC |
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